Uber Technologies, Inc. (UBER) Q4 2025 Earnings Call

Investor webinar replay

Watch the replay and follow the connected company analysis, news, and investor updates for Uber Technologies, Inc..

Watch the replay

Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:01.974 I think we're going to go ahead and get started. 00:00:01.974 -- 00:00:05.739 Steven Zhu with the UBS U.S. Internet team. 00:00:05.739 -- 00:00:10.546 Sitting to my left is, of course, the CFO of Uber, Prashant Mahendra Raja. 00:00:10.546 -- 00:00:12.309 So welcome back to the conference. Thank you. 00:00:12.309 -- 00:00:17.797 Thank you. It's great to be here. I have the privilege of having one of the 00:00:17.797 -- 00:00:23.345 collector's items, which was the last vest they gave out at this conference, which was 00:00:23.345 -- 00:00:27.130 before Credit Suisse imploded. So, yeah, I have that saved. 00:00:27.130 -- 00:00:30.057 I don't know how many of you have saved yours, but if you remember the one from the I 00:00:30.057 -- 00:00:32.221 think it was the 35th anniversary. 00:00:32.221 -- 00:00:36.409 Yeah, I think it was the 25th anniversary, and it's somewhere deep in the closet in my 00:00:36.409 -- 00:00:39.896 office. I don't dare bring it out. So, 00:00:39.896 -- 00:00:40.296 yeah. 00:00:40.236 -- 00:00:45.002 So, great to see you. And focus on 00:00:45.346 -- 00:00:50.015 improving the product, right? That the consumer experience and the tech that we're putting 00:00:50.015 -- 00:00:54.800 in to improve the product 00:01:10.012 -- 00:01:12.785 to increase 00:01:12.785 -- 00:01:14.633 our selection, 00:01:14.633 -- 00:01:17.457 adding the 00:01:44.993 -- 00:01:46.993 Improving 00:01:47.118 -- 00:01:49.968 our tech to 00:02:33.644 -- 00:02:38.303 economic headwinds that are coming at us. 00:03:12.153 -- 00:03:15.396 Partly contributed to by 00:03:15.396 -- 00:03:20.261 restaurants and merchants who are funding offers to make their products more affordable. 00:03:20.261 -- 00:03:25.246 So merchant funded offers are up ove...